About Us

Eric Maldonado, MBA, CFP®, CKA®,

Fee-Only Financial Planner in San Luis Obispo, CA

 
 
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The benefits of working with a Fee-Only, Certified Financial Planner™ professional:

  • Make smart decision when it comes to your money.

  • Remove the guilt that comes from financial-procrastination.

  • Have confidence that your entire financial picture is being take into account.

  • Transparency of fees and the highest ethical standard within the financial planning and investment advice profession.

As a business owner, I know what it’s like for business owners and mid-career professionals to juggle family, work, and life, all while needing to keep track of your finances. As a Certified Kingdom Advisor®, I also work with those that want to incorporate faith-values and biblical-principles into investment choices. We work together to implement your personalized, written-financial-plan.

 

 

Our Services:

 
 

Aquila Wealth Planning

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  • We will help you get clear on ‘your why’ and what’s important to you when it comes to money.

  • For business owners, we’ll help you make the most of your Business Profits & Cash-Flow.

  • We collaborate with your Tax Accountants and Estate Planning Attorneys, when necessary, or help you find good ones.

  • We’ll make sure your investments align with your financial plan and goals.

  • We are always transparent with no hidden fees.

Values-Based Investing

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  • We utilize low-cost and tax-efficient investments to align your portfolio with your plan.

  • For those find it important, we will align your investments with your faith-values and biblical-principles.

  • We partner with TD Ameritrade Institutional to custody your assets.

A Quick-Start Plan

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Investing in today’s market

 

“Most people overestimate what they can do in one year and underestimate what they can do in ten years.” ― Bill Gates

Our Fiduciary Statement »